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Vanguard Morningstar Value ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1051
Accredited Investors
Minnesota
$329K – – –
CCP
1052
Clarkston Capital Partners
Michigan
$328K – – –
PCA
1053
Peddock Capital Advisors
Massachusetts
$327K +$110K +798 +51%
CPSC
1054
Carl P. Sherr & Co
Massachusetts
$326K – – –
MLFP
1055
MPS Loria Financial Planners
Illinois
$325K – – –
EWA
1056
Encompass Wealth Advisors
Oregon
$324K -$16.5K -120 -5%
EIP
1057
Ellis Investment Partners
Pennsylvania
$324K +$1.79K +13 +0.6%
SIA
1058
SkyView Investment Advisors
New Jersey
$323K – – –
TF
1059
Trek Financial
Arizona
$320K +$687 +5 +0.2%
SAM
1060
Summit Asset Management
Tennessee
$318K – – –
GG
1061
Gofen & Glossberg
Illinois
$317K +$37.1K +270 +13%
IAMOG
1062
Investors Asset Management of Georgia
Georgia
$316K – – –
KC
1063
Kingfisher Capital
North Carolina
$315K -$53.6K -390 -15%
WW
1064
Westshore Wealth
California
$315K -$962 -7 -0.3%
WA1
1065
Wimmer Associates 1
California
$314K – – –
MAM
1066
Meeder Asset Management
Ohio
$314K +$98.7K +718 +46%
TPWA
1067
TRUE Private Wealth Advisors
Oregon
$313K -$70.1K -510 -18%
V
1068
VeraBank
Texas
$311K – – –
JIP
1069
Jaffetilchin Investment Partners
Florida
$309K +$16.8K +122 +6%
VAG
1070
VisionPoint Advisory Group
Texas
$307K +$307K +2,236 New
AA
1071
Ancora Advisors
Ohio
$306K -$27.6K -201 -8%
UWPG
1072
Ullmann Wealth Partners Group
Florida
$306K -$8.11K -59 -3%
RDWM
1073
Red Door Wealth Management
Tennessee
$304K – – –
FHB
1074
First Hawaiian Bank
Hawaii
$303K -$60.5K -440 -17%
BONH
1075
Bank of New Hampshire
New Hampshire
$303K +$304K +2,210 New
41 42
43
44 45